HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$155K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$644K
3
+$535K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$293K
5
FDX icon
FedEx
FDX
+$284K

Top Sells

1
+$871K
2
+$598K
3
+$593K
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$470K
5
NOW icon
ServiceNow
NOW
+$346K

Sector Composition

1 Industrials 16.86%
2 Technology 11.89%
3 Healthcare 10.78%
4 Consumer Staples 10.72%
5 Financials 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$5K ﹤0.01%
5,000
-3,000
327
$5K ﹤0.01%
333
-417
328
$4K ﹤0.01%
600
329
$4K ﹤0.01%
65
330
$4K ﹤0.01%
28
331
$4K ﹤0.01%
100
332
$4K ﹤0.01%
40
333
$3K ﹤0.01%
70
334
$3K ﹤0.01%
+7
335
$3K ﹤0.01%
+133
336
$3K ﹤0.01%
127
337
$3K ﹤0.01%
30
338
$3K ﹤0.01%
175
339
$3K ﹤0.01%
225
340
$2K ﹤0.01%
2,000
341
$2K ﹤0.01%
20
342
$2K ﹤0.01%
25
343
$2K ﹤0.01%
69
344
$2K ﹤0.01%
50
345
$2K ﹤0.01%
80
346
$2K ﹤0.01%
14
347
$2K ﹤0.01%
3
348
$1K ﹤0.01%
+43
349
$1K ﹤0.01%
40
-80
350
$1K ﹤0.01%
26
12 13
14
15 16